Establishing Project Portfolios

To establish project portfolios, use the Portfolio Definition component (BC_PORTFOLIO_DFN).

This section discusses how to:

Define project portfolios.
Specify the project requests and projects to include.

Note: The Portfolio Definition component contains several pages that are not used for project-based portfolios or the Portfolio Analysis component. Information about those pages, and creating scorecard and KPI-based portfolios, is available in the PeopleSoft Scorecard .

See Understanding Portfolios.

Pages Used to Establish Project Portfolios

Page Name	Definition Name	Navigation	Usage
Portfolio Definition	BC_PORTFOLIO_DFN	select Project Portfolio Management, then select Portfolios, then select Create/Edit Portfolio, then select Portfolio Definition	Create a portfolio definition.
Portfolio Definition - Dimension Member Selection	BC_PORTFLIO_OBJ	select Project Portfolio Management, then select Portfolios, then select Create/Edit Portfolio, then select Dimension Member Selection	Specify which projects to include in the portfolio.

Portfolio Definition Page

Use the Portfolio Definition page (BC_PORTFOLIO_DFN) to create a portfolio definition.

Navigation

select Project Portfolio Management, then select Portfolios, then select Create/Edit Portfolio, then select Portfolio Definition

Image: Portfolio Definition page

This example illustrates the fields and controls on the Portfolio Definition page. You can find definitions for the fields and controls later on this page.

Description

Enter a description for the project portfolio.

Tree Name

Select a tree. Portfolios have multiple uses in the various Scorecard applications. For the purposes of defining project portfolios to use with the Portfolio Analysis component, this tree has no function, and you can use any tree. In fact, you may prefer to create a tree that has only a single node to assign to all project portfolios to meet the requirement. However, if you intend to use this portfolio as a scorecard portfolio, this tree is used to determine the strategy components in the portfolio.

Portfolio Definition - Dimension Member Selection page

Use the Portfolio Definition - Dimension Member Selection page (BC_PORTFLIO_OBJ) to specify which projects to include in the portfolio.

Navigation

select Project Portfolio Management, then select Portfolios, then select Create/Edit Portfolio, then select Dimension Member Selection

Image: Portfolio Definition - Dimension Member Selection page

This example illustrates the fields and controls on the Portfolio Definition - Dimension Member Selection page. You can find definitions for the fields and controls later on this page.

Member List Type

Specify how to define the project request member IDs. Options are:

Defined by Dimension Member:Select to specify each project request by its ID, then add rows in the Dimension Members grid and select the project requests to include.

Defined by Selection Rule:Select to use a rule that defines which project requests to include. Specify the rule to use in the Selection Rule field.

Selection Rule

Select the rule that defines which dimension members to select. This field is unavailable for entry unless theMember List Type field is set to Defined by Selection Rule.

View Selection Rule

Click to access the Dim Member Select page and review the rule. This link is only available when the Member List Type field is set to Defined by Selection Rule.

Create Selection Rule

Click to access the Dim Member Select page and add a new rule. This link is only available when the Member List Type field is set to Defined by Selection Rule.